Senior investors are often especially vulnerable to exploitation by those who are obligated to protect their financial interests: financial advisors and brokers who provide financial advice and manage their investments. In a recent study, one in twen…
It’s been almost a year since we first heard news of a novel coronavirus emerging on the other side of the planet. Since then, it has circled the globe, causing nearly two million deaths worldwide, and over 350,000 in the U.S. as of this writing. H…
As members of the Baby Boom generation moves into their golden years, marketers will shower them with attention in hopes of garnering a share of their cash. Unfortunately, so will scammers. Older Americans have always been a popular target of scammer…
Ted Gudorf is informed, educated and dependable. If you’re looking for an attorney who specializes in Estate Planning, or Elder Care Law. I can recommend Ted. Please contact me for Ted’s contact information. All The Best, Ed White, CLU, C… Read More
– Ed White, Financial Advisor, A Balanced Financial Planning Co.
Over the past few months in this space, we’ve been exploring possible changes to the estate tax under the Biden administration—and measures to minimize your tax burden. The discussion has included an alphabet soup of options including SLATs, DAPT… Read More
“The whole is greater than the sum of its parts.” This well-known saying is the reasoning behind valuation discounts, a tool that can be used to reduce the value of a business interest for transfer tax purposes, including estate tax, gift tax, an… Read More